FDx Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

FDx Advisors’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6,314	Closed	-$291K	–	1180
2017 Q4	$291K	Sell	6,314 -32	-0.5%	-$1.43K	0.01%	1051
2017 Q3	$276K	Buy	6,346 +88	+1%	+$3.75K	0.01%	1079
2017 Q2	$263K	Sell	6,258 -1,060	-14%	-$44.3K	0.01%	1031
2017 Q1	$303K	Sell	7,318 -1,970	-21%	-$80.7K	0.01%	970
2016 Q4	$371K	Buy	9,288 +2,018	+28%	+$78.2K	0.01%	887
2016 Q3	$280K	Sell	7,270 -3,704	-34%	-$143K	0.01%	793
2016 Q2	$416K	Sell	10,974 -504	-4%	-$18.7K	0.02%	656
2016 Q1	$421K	Sell	11,478 -6,892	-38%	-$239K	0.02%	633
2015 Q4	$653K	Buy	+18,370	New	+$658K	0.03%	473
2015 Q3	–	Sell	-6,436	Closed	-$233K	–	767
2015 Q2	$233K	Buy	+6,436	New	+$239K	0.01%	843

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

FDx Advisors's DLN Position: Q1 2018 in Review

FDx Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2018, closing a stake of 6,314 shares — an estimated $291K sold.

FDx Advisors first reported a position in DLN in Q2 2015 and held it in 10 quarters. The position peaked at $653K in Q4 2015. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

FDx Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
FDx Advisors sold 6,314 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $291K.
FDx Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2015 and held it in 10 quarters.
FDx Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $653K in Q4 2015.
193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on FDx Advisors's 13F filing for Q1 2018, filed 2 May 2018.